BLACKHILL CAPITAL INC
MORRISTOWN NJ · SEC CIK 0000872162
$24.10亿2026Q2 申报市值
47持仓数
94.9%前十大占比 · 第一大 74.3%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ET 加仓+$764.80万
TR 加仓+$1,503
2026Q2 卖出最多 按季末市值估算
ABT 减仓-$822.10万
ZTS 减仓-$198.36万
LLY 减仓-$71.97万
RYN 清仓-$50.77万
NFLX 清仓-$6.25万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RYN | RAYONIER INC COM | $0 | 0.00% | 0 | -24,622 | -100.0% | -$50.77万 | 清仓 |
| NFLX | NETFLIX INC COM | $0 | 0.00% | 0 | -650 | -100.0% | -$6.25万 | 清仓 |
| ED | CONSOLIDATED EDISON INC COM | $2.80万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC COM | $5.21万 | 0.00% | 1,317 | 38 | 3.0% | $1,503 | 加仓 |
| — | AVANOS MEDICAL INC C/A EFF 07/ | $5.91万 | 0.00% | 2,375 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $6.29万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $8.41万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $10.53万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE INC COM | $11.37万 | 0.00% | 5,991 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR UNI | $24.69万 | 0.01% | 351 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF TR | $35.70万 | 0.01% | 478 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $36.97万 | 0.02% | 7,600 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO COM | $37.44万 | 0.02% | 6,666 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $45.84万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $46.49万 | 0.02% | 18,891 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM | $62.82万 | 0.03% | 26,240 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $66.26万 | 0.03% | 3,400 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC COM | $66.55万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $75.98万 | 0.03% | 4,200 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW CO | $78.95万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $81.09万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| AWR | AMERICAN STS WTR CO COM | $89.24万 | 0.04% | 10,800 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $99.76万 | 0.04% | 26,041 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $113.60万 | 0.05% | 47,178 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW COM | $191.45万 | 0.08% | 11,550 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $318.33万 | 0.13% | 29,000 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC COM | $362.26万 | 0.15% | 42,079 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $395.92万 | 0.16% | 107,704 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL | $449.31万 | 0.19% | 6 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC COM | $490.78万 | 0.20% | 68,296 | -27,603 | -28.8% | -$198.36万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $571.08万 | 0.24% | 15,980 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $623.98万 | 0.26% | 17,660 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $657.99万 | 0.27% | 44,871 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $871.85万 | 0.36% | 36,580 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO DISNEY COM | $976.94万 | 0.41% | 101,500 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CL A | $1,027.20万 | 0.43% | 20,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $1,062.68万 | 0.44% | 21,237 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO COM | $1,586.65万 | 0.66% | 275,364 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS COM | $1,614.54万 | 0.67% | 177,930 | -90,600 | -33.7% | -$822.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,630.16万 | 0.68% | 64,187 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC NEW COM | $2,169.81万 | 0.90% | 168,857 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $2,463.80万 | 1.02% | 66,050 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP COM | $2,800.26万 | 1.16% | 139,950 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UNIT L | $3,059.20万 | 1.27% | 1,600,000 | 400,000 | 33.3% | $764.80万 | 加仓 |
| CAT | CATERPILLAR INC COM | $6,336.15万 | 2.63% | 59,500 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $6,620.90万 | 2.75% | 263,110 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $7,181.92万 | 2.98% | 248,200 | 0 | 0.0% | — | 不变 |
| LLY | LILLY ELI & CO COM | $1.74亿 | 7.22% | 145,121 | -600 | -0.4% | -$71.97万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $17.91亿 | 74.32% | 7,684,278 | -246 | -0.0% | -$5.73万 | 减仓 |